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Founders Capital Management (Connecticut)’s Vanguard Russell 1000 ETF VONE Stock Holding History

Founders Capital Management (Connecticut)’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.91M Hold
30,204
– – 1.47% 16
2025
Q4 		$9.33M Hold
30,204
– – 1.39% 16
2025
Q3 		$9.13M Hold
30,204
– – 1.43% 16
2025
Q2 		$8.48M Hold
30,204
– – 1.44% 18
2025
Q1 		$7.67M Hold
30,204
– – 1.41% 19
2024
Q4 		$8.06M Hold
30,204
– – 1.41% 19
2024
Q3 		$7.86M Hold
30,204
– – 1.36% 22
2024
Q2 		$7.43M Hold
30,204
– – 1.33% 21
2024
Q1 		$7.2M Hold
30,204
– – 1.33% 21
2023
Q4 		$6.55M Hold
30,204
– – 1.34% 22
2023
Q3 		$5.88M Hold
30,204
– – 1.33% 22
2023
Q2 		$6.09M Buy
+30,204
New +$5.76M 1.36% 20

Other funds holding VONE

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return